Wealth Management, Product Owner, Portfolio Manager Toolkit

New York, NY, United States Job Information Job Identification 210604143 Job Category Product Management Business Unit Asset & Wealth Management Posting Date 03/04/2025, 04:01 PM Locations New York, NY, United States Job Schedule Full time Job Description Asa Product Owner forPortfolio Manager Toolkit, youwill be an integral part of the Multi-Asset Portfolio Solutions team, supporting thePortfolio Manager functionthrough shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. The team is uniquely positioned working directly with the business and in many cases as an extension of the business. As Product Owners, you are responsible for driving the direction of the platform, maintaining a Product Cabinet, and prioritizing the decisions made for the platform. The Product work has substantial impact across the business / firm and is geared towards revenue enhancement, cost reduction, risk mitigation, process improvement, increasing reach for insights or other priorities as defined by management. Job Responsibilities: Own the product’s vision and execute your strategy to realize it, while rigorously applying product best practices to stay abreast of the latest market and technology opportunities. Complement a strong product intuition with data-informed evidence to actively manage the product backlog in an agile development environment. Critically evaluate data, information, ideas, and arguments when determining what should be built, and describe what is needed with well-written stories. Drive data quality testing and improvement efforts across the platform. Distill insights from data across diverse users, business, and industry sources. Set motivating objectives for the business and your team with well-designed OKRs that measure success by the business outcomes your product achieves. Manage Area Product Owners and Business Analysts aligned to the product Drive committed partnerships with your business stakeholders, Engineering, Design, and Product peers. Required qualifications, capabilities, and skills: Graduate / Post-Graduate, with a minimum of 15 years of experience in Banking / Financial Services; includes hands-on product manager with demonstratable experience in agile product practices throughout the product lifecycle and prior experience as a Portfolio Manager with ability to interface with Multi Asset Portfolio Managers Asset and Wealth Management experience within Multi-Asset Portfolio Solutions with working knowledge of fund of funds business and a variety of investment products Familiarity with Product ownership model including project planning, Jira story writing, resource management, requirements management (elicitation, documentation, prioritization, etc.), process mapping, process design, procedure authoring, org design, capacity sizing, etc. High data literacy including data collection, synthesis, and translation of results into concrete actionable solutions. Organized and effective execution – work independently, set, and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate. Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision) Applies innovation and design thinking techniques to continually challenge and improve the efficiency, scale, and resilience of our platform. Ability to thrive and drive change in fast paced, complex agenda. Preferred qualifications, capabilities, and skills: Prior experience as a Portfolio Manager is ideal CFA is preferred Familiarity with at least one programming language (i.e., Python or Java) About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr JPMorgan Chase & Co.